ACCT 4550 - Accounting Data Analytics

Homework #3

Instructions: This assignment is a follow-up on the in-class activity we did over the HUB analytics files. Please complete the assignment using Tableau, and create a story in your Tableau file using visuals you created, and provide answers/explanations for each visual in the Tableau story. Submit your Tableau document in "twbx" format to the "HW3" folder under the Assignments tab of D2L. Follow this naming convention for your files: "HW3-ACCT4550-FirstNameLastName.twbx". Example "HW3-ACCT4550-SunayMutlu.twbx".

Assignment Description: Bibitor, LLC asked you to complete due diligence on their wine and spirits business. Bibitor has 79 retail locations with approximately $484 million in sales. Their CFO is at the forefront of data analytics and created a Storyline the company uses for making decisions about their stores. To facilitate the investigation, you have Bibitor's sales file with more than 13 million records (SalesFINAL6302019) and their purchase price file (2019PurchasePricesJun ) with the cost of each inventory item. Traditional spreadsheets cannot process all of the data, requiring the use of Tableau to complete your due diligence.

The Bibitor, LLC CFO is interested in differences between wine and spirits across the entire organization. She wants to know the differences in Sales Dollars and Quantities between the two categories, popular bottle sizes for wine and spirits, and the most popular vendor for wine and spirits. She is also interested in certain information at the Store level of detail.

Required:

Assist the CFO in creating Worksheets and Dashboards to answer these questions:

1- What is the total Sales Dollars and percentage breakdown of wine and spirits?

Hint: Use the Classification and Sales Dollars to separate the sales based on wine and spirits. Convert the data into a Pie Chart (Show Me Tab) and the Analysis Tab to convert data to percentages.

2- What is the most popular Size for wine and for spirits based on Sales Dollars and Quantity (include the total Sales Dollars and Quantity in your answer)? Provide the CFO with some reasons why this is important for managing the business.

3- Who is the most popular Vendor for wine and for spirits based on Sales Dollars and Quantity (include the total Sales Dollars and Quantity in your answer)? Provide the CFO with some reasons why this is important for managing the business.

4- Which Stores have the highest and lowest weighted average sales price for wine and spirits? How does the weighted average sales price compare to a simple average of Sales Prices for SKUs (Brands) in each Store? What does a large difference between the simple average and the weighted average mean?

Hint: Create a Calculated Field (Analysis Tab) and label it Average Sales Price. To accomplish this, drag the Sales Dollars pill divided by Quantity pill. You should see the Average Sales Price pill. Drag the Average Sales Price pill into columns and convert the variable from "SUM" to "AVG" by using the Dropdown Menu on the Pill . Drag the Classification pill into the Filter Card to help you determine the Average Sales Price for wine versus spirits.

5- What seasons/months are sales the highest and lowest? Provide the CFO with some reasons why this is important for managing the business.